Profile

jpc0480
Participant
Member since ‎Sep 2, 2019
  • solutions
    0
  • Replies
    1
  • Upvotes Given
    23
  • Upvotes Received
    4
  • Ideas
    1

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Jason Collins

This user hasn't created a bio yet. Edit your own profile here!

Activity

birdman on October 21, 2021
Slack is great. But fairly expensive and now in the hands of SalesForce. Not sure which direction it will go. Discord is a great alternative, affordable and easier to integrate with partners and customers.
13 upvotes
9 Replies
Participant
February 06, 2023
@JoshLevitsky Did you ever find a solution to this? We are looking for something very similar. We want the bot to check Hubspot and verify the user...read more
ZaneMc on February 19, 2020
I understand there are a few ideas being floated on this particular topic but I wanted to "flesh out" the functionality of potential contracts and agreements within HubSpot. Firstly, in terms of contract management, we have historically used read more
63 upvotes
22 Replies
Participant
October 02, 2020
We sell b2b api and saas licenses for our software and this would be most ideal for our sales team
Solved
jpc0480 on October 02, 2020
Parents act as an umbrella to all child companies. The child is repsonsible for all revenue generated. We are trying to figure out how a child can make a sale (deal) and then have this revenue be reported for the parent? Any help appreciate read more
4 upvotes
8 Replies
dscalisi on May 23, 2018
Would be excellent to have Default Terms that Company admin can add to all quotes as standard so company not reliant on salespeople to add. I love my salespeople but as we all know not incredibly reliable with important details.
91 upvotes
35 Replies
Participant
September 24, 2020
Would like to see this as well
lalexander on November 14, 2018
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
671 upvotes
184 Replies
Participant
September 01, 2020
We can certainly use this too!
adamperri5 on August 21, 2019
Having a notification email, or any type of notification appear when a client pays in the Quotes area will be a huge benefit to our system. The only way to see the quotes you've created is by downloading a PDF / Excel sheet. If there was also a way read more
46 upvotes
24 Replies
Participant
September 01, 2020
I don't think you can do this with PRO either... I don't see any "quote" options under deal workflows and see that "Quote" workflows are not yet at o...read more
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.